Just the data in this post. I'll have more to come on this separately.ADDED, more here:Japan's oil-driven import surge widens trade gap, complicates BOJ holdEa...
CENTCOM statement:CENTCOM forces began striking military targets in Iran at 7 p.m. ET today for the 11th consecutive night. The strikes are designed to continue...
This marks the first time the administration has put a concrete timeline on tariffing generic drugs, a category that had been explicitly exempted from April's S...
UBS's revised target implies the bank sees room for further multiple expansion even as earnings catch up, rather than a market that's already priced for perfect...
The Houthi blockade threat strikes directly at the Red Sea route that has been absorbing Saudi crude diverted from the closed Strait of Hormuz, leaving Riyadh w...
The breakout above 162.84 has drawn in a mix of model-driven and hedging-related flows, with stop-loss buying and topside option demand reinforcing the move onc...
ING's scenario analysis frames a hawkish-leaning hold as the base case, with EUR/USD seen holding around 1.140 and 10-year Bund yields near 3.15% under that out...
The rally reflects the market pricing in a higher chance of sustained logistical disruption rather than confirmed lost barrels, with traders watching Saudi expo...
Iranian State TV with the info:Iran’s top joint military command says all U.S. and its allies interests in the region will be targeted if U.S. attacks Iran’s nu...
Via oilprice.com:ExpectationsI had seen centred on:Headline crude -1.1 mn barrelsDistillates +0.7 mn bblsGasoline -1.5 mn---More on oil here:Goldman sees Brent...
The spread between Goldman's base case and its upside scenario underscores how sensitive crude markets remain to Gulf shipping risk. A sustained Hormuz disrupti...
Via oilprice.comExpectationsI had seen centred on:Headline crude -2 mn barrelsDistillates -0.1 mn bblsGasoline -1.3 mn This article was written by Eamonn Sherid...